AgencyZoom + SALT

Update leads in AgencyZoom when submission status changes in SALT

Stay ahead of your competition with this time-saving workflow. When there's a change in submission status in your SALT application, the lead details in AgencyZoom are instantly updated. It's a perfect solution for managing your leads efficiently and effectively, eliminating manual updates and potential errors.

When this happens...
Submission Status Change
Triggers when a submission's status is changed.
TriggerInstant
automatically do this!
Update Lead
Update a lead in Agencyzoom.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a contact is created.
Trigger
Instant
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Form Progress
Triggers when a prospect moves forward on a SALT form.
Trigger
Instant
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Submission Assignment Change
Triggers when a submission's employee assignment is set or changed.
Trigger
Instant
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Submission Created
Triggers when a prospect starts a new submission or an agent creates a new submission.
Trigger
Instant
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Submission Sent to Rater
Triggers when a submission is sent to the agency's comparative rater.
Trigger
Instant
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Submission Tag Change
Triggers when a submission's tags are changed.
Trigger
Instant
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Lead Created
Triggers when a new Lead is added.
Trigger
Instant
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New Policy Sold
Triggers when a new policy is sold.
Trigger
Instant
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Service Request Status Change
Triggers when the status of a Service Request changes.
Trigger
Instant
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- Business NameRequired
- Contact Name
Action
Write
- LeadRequired
Action
Write
- Service RequestRequired
- SummaryRequired
- Description
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- csrRequired
- Due Date
- Other Producers
- Tags
Action
Write
- Field to Search ByRequired
- Create Agencyzoom lead if it doesn't exist yet?Required
Action
Search

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Rater Confirmation
Triggers when SALT has received a response from the rater
Trigger
Instant
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Submission Complete
Triggers when a prospect completes a form submission.
Trigger
Instant
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Document Upload
Triggers when a document is uploaded to a submission.
Trigger
Instant
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Submission Status Change
Triggers when a submission's status is changed.
Trigger
Instant
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- Submission IDRequired
Action
Write
Lead Status Change
Triggers when the status of a Lead changes.
Trigger
Instant
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Service Request Created
Triggers when a new Service Request is created.
Trigger
Instant
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- TitleRequired
- Lead contact emailRequired
- Activity noteRequired
Action
Write
- NameRequired
Action
Write
- Customer NameRequired
- Customer Email AddressRequired
- Policy Number
- SummeryRequired
- CategoryRequired
- PriorityRequired
- PipelineRequired
- StageRequired
- Customer Service Representative
- CSR Assignment Group
- Due after daysRequired
- Tag
- DescriptionRequired
Action
Write
- TitleRequired
- Assigned ToRequired
- Contact (lead or customer) emailRequired
- TypeRequired
- Comments
- Task Date (and time)Required
Action
Write
- Customer Name
- Pipeline
- Stage
- Created Date Start
- Created Date End
Action
Search